By Jonathan Custer | October 21, 2026 Taiwan’s listed PCB makers reported September revenue of NT$115.7 billion, up 41.4% on the year and 9.7% on August, according to the Taiwan Printed Circuit Association (TPCA), 14 October 2026. Rigid makers grew 46.0% to NT$85.0 billion and flexible makers 30.0% to NT$30.6 billion. Zhen Ding led at …
Copper is now at a 9-year after doubling since the March low. We are reposting a piece we wrote back in April recommending our customers take advantage and lock in the low commodity prices. What To Do Now? Manufacturers can take advantage of this crisis by 1) re-accessing and developing a rigorous mapping of …
We are reposting our piece from November 1st where we speculated the long secular deflation in semiconductor prices may be over. We got lucky and looks like we picked the bottom. But first this: A shortage in production capacity compared to demand in semiconductors is expected to increase their prices in 2021. Some companies have …